-
Questionnaire to link with opportunity record?
Looking to have a form/questionnaire on the opportunity record page for opportunity owners to fill in as a way of marking criteria before moving to next sales stage. Any ideas how I can do this? Survey will be the same for all opportunities, but want to be able to link to specific opportunity each time.
Any help will be much appreciated
-
1 Reply
-
If you are looking for a questionnaire to link opportunity records, Refer this http://salesforce.stackexchange.com/questions/111855/create-a-button-that-opens-a-questionnaire-that-then-gets-attached-to-the-opport
Log In to reply.
Popular Salesforce Blogs
Whitelist IP Address in Salesforce
How to Whitelist IP Address in Salesforce! Whitelisting basically ensures that the firewall will not block your browsers from loading the page. Don’t forget to…
Salesforce Has Acquired Phennecs, A Well-Known Provider of Privacy, Compliance, and Data Management Solutions
After enjoying being in the years-long OEM (Original Equipment Manufacturer) partnership, World’s number one CRM solution provider, Salesforce, has completed the acquisition of Phennecs, the…
Parsing out an Email Subject in email-to-case using RegEx for EXACT matching
Salesforce's On-Demand Email Handler Service can be further enhanced using a case trigger to better identify the type of case that is being created. Inherently…
Popular Salesforce Videos
Get Lookup Data From Salesforce Using Relationship Queries
Watch this video to learn how you can create a smart query that will make the lookup show only part of the data.
How Link Cartridge Development Can Your Business Storefront | Salesforce Link Cartridge
LINK Cartridge is a container for packaging and deploying program code and data, it’s structured in folders and subfolders for maximum efficiency.
Code Review in Salesforce
Code Review and Code Quality in Salesforce 0:00 Introduction 0:44 What is code review? 1:22 Why we need code review 3:33 Basic code review 4:12…
